FANJ

Financial Architects (New Jersey) Portfolio holdings

AUM $663M
1-Year Est. Return 15.53%
This Quarter Est. Return
1 Year Est. Return
+15.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$1.64M
3 +$601K
4
GE icon
GE Aerospace
GE
+$552K
5
ARG
Airgas Inc
ARG
+$505K

Top Sells

1 +$776K
2 +$464K
3 +$352K
4
PCYC
PHARMACYCLICS INC
PCYC
+$207K
5
FDX icon
FedEx
FDX
+$203K

Sector Composition

1 Financials 8.31%
2 Healthcare 6.91%
3 Technology 6.06%
4 Energy 5.93%
5 Industrials 5.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$5K ﹤0.01%
+111
577
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+86
578
$5K ﹤0.01%
100
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581
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582
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583
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586
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589
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591
$4K ﹤0.01%
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592
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53
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+159
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458
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+62
598
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500
599
$4K ﹤0.01%
+26
600
$4K ﹤0.01%
+104